INVST’s Alpha Metallurgical Resources AMR Stock Holding History

INVST’s Portfolio AMR Stock Details AMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,287	Closed	-$751K	–	255
2024 Q2	$751K	Buy	2,287 +193	+9%	+$59.8K	0.08%	127
2024 Q1	$681K	Buy	+2,094	New	+$768K	0.08%	146

Other funds holding AMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CGIC

Continental General Insurance Company Austin, Texas $693M AUM 90.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

INVST's AMR Position: Q3 2024 in Review

INVST sold out of Alpha Metallurgical Resources (AMR) in Q3 2024, closing a stake of 2,287 shares — an estimated $751K sold.

INVST first reported a position in AMR in Q1 2024 and held it in 2 quarters. The position peaked at $751K in Q2 2024. 273 funds tracked by Wall St. Rank hold AMR as of Q3 2024.

INVST reported no remaining Alpha Metallurgical Resources position as of Q3 2024 after selling out during the quarter.
INVST sold 2,287 Alpha Metallurgical Resources shares in Q3 2024, an estimated $751K.
INVST first reported a position in Alpha Metallurgical Resources in Q1 2024 and held it in 2 quarters.
INVST's Alpha Metallurgical Resources position peaked at $751K in Q2 2024.
273 funds tracked by Wall St. Rank held Alpha Metallurgical Resources as of Q3 2024.

Based on INVST's 13F filing for Q3 2024, filed 19 Nov 2024.